Transactions

Match transfer

Records money moving between two of the company’s own accounts by pairing the outgoing transaction with the incoming one, the same as “Match transfer” in the Finta app. Both transactions move to the Matched Transfer category and are approved, so neither counts as an expense or income, and their transfer_id is set. Matching also removes any split, spread, department split or changed accounting date on either transaction.

Finta matches some transfers between connected accounts automatically, but uploading with POST /transaction_uploads doesn’t match anything, so pair those transfers with this endpoint. Check first that neither transaction already has a transfer_id. To find the other side, call GET /transactions with the opposite amount_cents, transaction_type=standard and a date range. The pair must be for opposite amounts, dated within 14 days of each other, in different accounts, with at least one of them uncategorized or pending. A transaction that paid an invoice can’t be matched until its invoice payment is unmatched. Requires Transactions: Manage.

POST

transfers

Match transfer

curl --request POST \
  --url https://app.finta.com/api/v1/transfers \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "outgoing_transaction_id": "txn_a1b2c3d4e5f6g7",
  "incoming_transaction_id": "txn_h8i9j0k1l2m3n4"
}
'

import requests

url = "https://app.finta.com/api/v1/transfers"

payload = {
    "outgoing_transaction_id": "txn_a1b2c3d4e5f6g7",
    "incoming_transaction_id": "txn_h8i9j0k1l2m3n4"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    outgoing_transaction_id: 'txn_a1b2c3d4e5f6g7',
    incoming_transaction_id: 'txn_h8i9j0k1l2m3n4'
  })
};

fetch('https://app.finta.com/api/v1/transfers', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/transfers",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'outgoing_transaction_id' => 'txn_a1b2c3d4e5f6g7',
    'incoming_transaction_id' => 'txn_h8i9j0k1l2m3n4'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/transfers"

	payload := strings.NewReader("{\n  \"outgoing_transaction_id\": \"txn_a1b2c3d4e5f6g7\",\n  \"incoming_transaction_id\": \"txn_h8i9j0k1l2m3n4\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.finta.com/api/v1/transfers")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"outgoing_transaction_id\": \"txn_a1b2c3d4e5f6g7\",\n  \"incoming_transaction_id\": \"txn_h8i9j0k1l2m3n4\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/transfers")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"outgoing_transaction_id\": \"txn_a1b2c3d4e5f6g7\",\n  \"incoming_transaction_id\": \"txn_h8i9j0k1l2m3n4\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "tfr_a1b2c3d4e5f6g7",
  "object": "transfer",
  "transfer_type": "bank_transfer",
  "outgoing_transaction_id": "txn_a1b2c3d4e5f6g7",
  "incoming_transaction_id": "txn_h8i9j0k1l2m3n4",
  "amount_cents": 2500000,
  "currency": "USD",
  "created": 1771183600
}

Authorizations

Authorization

string

header

required

API key prefixed with finta_

Body

application/json

outgoing_transaction_id

string

required

The money-out side, with a negative amount_cents.

Pattern: ^txn_

Example:

"txn_a1b2c3d4e5f6g7"

incoming_transaction_id

string

required

The money-in side in the other account, with the opposite, positive amount_cents.

Pattern: ^txn_

Example:

"txn_h8i9j0k1l2m3n4"

Response

The matched transfer

string

required

The transfer's tfr_ ID, also the transfer_id of both transactions.

Example:

"tfr_a1b2c3d4e5f6g7"

object

enum<string>

required

Available options:

transfer

transfer_type

enum<string>

required

bank_transfer between two bank accounts; credit_card_payment when either side is a card.

Available options:

bank_transfer,

credit_card_payment

outgoing_transaction_id

string

required

Example:

"txn_a1b2c3d4e5f6g7"

incoming_transaction_id

string

required

Example:

"txn_h8i9j0k1l2m3n4"

amount_cents

integer

required

The amount moved, positive.

Example:

2500000

currency

string

required

Example:

"USD"

created

integer

required

When the transfer was matched, as a Unix timestamp.

Example:

1771183600

Match transfer

curl --request POST \
  --url https://app.finta.com/api/v1/transfers \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "outgoing_transaction_id": "txn_a1b2c3d4e5f6g7",
  "incoming_transaction_id": "txn_h8i9j0k1l2m3n4"
}
'

import requests

url = "https://app.finta.com/api/v1/transfers"

payload = {
    "outgoing_transaction_id": "txn_a1b2c3d4e5f6g7",
    "incoming_transaction_id": "txn_h8i9j0k1l2m3n4"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    outgoing_transaction_id: 'txn_a1b2c3d4e5f6g7',
    incoming_transaction_id: 'txn_h8i9j0k1l2m3n4'
  })
};

fetch('https://app.finta.com/api/v1/transfers', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/transfers",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'outgoing_transaction_id' => 'txn_a1b2c3d4e5f6g7',
    'incoming_transaction_id' => 'txn_h8i9j0k1l2m3n4'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/transfers"

	payload := strings.NewReader("{\n  \"outgoing_transaction_id\": \"txn_a1b2c3d4e5f6g7\",\n  \"incoming_transaction_id\": \"txn_h8i9j0k1l2m3n4\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.finta.com/api/v1/transfers")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"outgoing_transaction_id\": \"txn_a1b2c3d4e5f6g7\",\n  \"incoming_transaction_id\": \"txn_h8i9j0k1l2m3n4\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/transfers")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"outgoing_transaction_id\": \"txn_a1b2c3d4e5f6g7\",\n  \"incoming_transaction_id\": \"txn_h8i9j0k1l2m3n4\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "tfr_a1b2c3d4e5f6g7",
  "object": "transfer",
  "transfer_type": "bank_transfer",
  "outgoing_transaction_id": "txn_a1b2c3d4e5f6g7",
  "incoming_transaction_id": "txn_h8i9j0k1l2m3n4",
  "amount_cents": 2500000,
  "currency": "USD",
  "created": 1771183600
}

API Reference

Taxes

Files

Company

Plans & billing

Team

Categories

Rules

Departments

Integrations

Aggregations

Transactions

Forms

Journal Entries

Invoices

Parties

Reports

Feedback

Tax Credits

Match transfer

Authorizations

Body

Response